Carefully creating an Investment Plan to deliver the security and Financial Freedom that you deserve.
1 Initial Meeting
The first meeting is at our expense to help you decide whether we can add value to your future. We will clearly explain how we work, the services we offer and how we get paid. If you wish to proceed, then with your assistance we will gather your information and discuss your priorities around your personal and business protection issues
2 Review Existing Arrangements
Utilising the information gathered, we will analyse your current position and assess what actions need to be taken to ensure your goals are achieved in the most tax efficient manner.
We will provide recommendations after reviewing your existing plans on what needs to be in place to meet your goals. Your risk profile, current position, investment term, provider preferences and value in the marketplace will all form part of the recommendations.
If following further discussion, you're happy to proceed with our recommendations, we can begin to implement your Investment strategy.
5 Ongoing Review Service
Should you choose our Ongoing Review Service this allows you to review and revise strategies as your circumstances and objectives change as we work towards your goals.